This is the Speakers Archive for the Toronto Business Transitions Forum.
Jump to: Advisors Archive
Mike Baker joined Leith Wheeler Investment Counsel in 2016 with over 20 years of experience as a trusted advisor to... Read More
Pierre Cléroux was appointed Vice President, Research and Chief Economist at BDC in 2012. Pierre leads a team of experts... Read More
As the associate director of the private equity team, Anthony supports the finance team’s reporting, forecasting, and planning functions for... Read More
As Managing Director and Head of Roynat Equity Partners, Mark is responsible for leading all aspects of the investment process,... Read More
As a partner, national lead for Transaction Advisory Services, and Private Equity, I oversee a team that delivers strategic, comprehensive... Read More
Alan Chettiar leads FirePower’s M&A Advisory team and sets its strategic direction. As a former principal at a boutique investment... Read More
Zamira is a Partner and Senior Managing Director in the Central Corporate Finance group and co-leads the consumer products sector... Read More
Artist, sculptor, entrepreneur, inventor, Bermingham’s work has been recognized for its elegance, simplicity, depth of thought, clarity of purpose and... Read More
Ian is a Canadian business leader. He is Managing Partner at Rundle – www.rundlepartners.com – a firm making majority investments... Read More
Angela’s transactional experience includes public and private M&A (both buy and sell side), public listings, private placement financings, prospectus offerings... Read More
Terry is a Partner and the Head of Valuations at Kalos LLP. Terry joined the firm in 2020 in order... Read More
Reena Chaudhary is the Managing Partner of Sia Partners, a next generation global management consulting firm. Mrs. Chaudhary is responsible... Read More
Julie Ellis has 15 years of experience in the financial services industry and was most recently the Chief Operating Officer... Read More
Joined Crosbie in 2021 Partner at Crosbie responsible for leading M&A, financing and other financial advisory mandates across various industry... Read More
Built and ran Canada’s largest Atlassian Platinum partner with $24M plus revenue and 40 staff. 120 + Clients including a... Read More
As Director, Business Development at Origin Merchant Partners, Karen Fisman builds and manages partnerships with private equity and private debt... Read More
Waldemar is the President of Transworld Business Advisors of Ontario. He is a value creation focused senior business intermediary, business... Read More
As part of BDC Capital’s Growth & Transition team, I work with business owners every day using my background, market... Read More
Stephanie joined Leith Wheeler’s Toronto office in August 2016 with a solid foundation in wealth management and investment counselling. In... Read More
John Hotson is an entrepreneur, strategist, speaker and advisor to business owners. He has over 35 years of experience of... Read More
Kristi has been providing mid-market businesses with relationship-focused, strategic financing for over twenty years. As National Managing Director, Kristi leads First West Capital across Canada and delivers tailored subordinated-debt, mezzanine and equity financing solutions for growth, acquisitions and transitions. Prior to First West Capital, Kristi spent ten years with Vancity Capital, another B.C.-based subordinated debt fund. She has also worked with the Canadian Imperial Bank of Commerce and the Small Enterprise Equity Fund of the European Bank for Reconstruction and Development.
Don’s deep and passionate belief that he has the opportunity to positively impact and change people’s lives by providing a... Read More
Jarred Knecht is a seasoned executive and entrepreneur with over 15 years of challenging the status quo. A true passion... Read More
Rob is President of SeaFort Capital, a private equity firm based in Halifax. Prior to co-founding SeaFort in May 2012,... Read More
Kleo Landucci is the CEO & President of CrescentView Investments Ltd. (CVI), a familyinvestment company. In 2004, Ms. Landucci joined... Read More
Relay Transition Partners is dedicated to the sale of small and medium businesses in Canada (SMBs). Our partners understand the... Read More
Debby Carreau is a proven leader helping businesses become inspired workplaces. She is highly regarded globally as a human capital... Read More
Jacoline Loewen is an investment banker, advisor, author, and speaker based in Toronto, Canada. She is the founder and CEO... Read More
Drawing on over 20 years of experience in the industry, Matthew focuses on serving the distinct needs of the affluent... Read More
Mike is an entrepreneur at heart. He has built, acquired and sold his own private businesses and guided 100+ entrepreneurs... Read More
An adventurer and passionate outdoor enthusiast, Cedar believes in the importance of connections to nature in one’s daily life. The... Read More
Eddy Burello is Business Advisor and Partner with MNP in Toronto. Drawing on 35 years of experience in public accounting,... Read More
Colin Brown is Managing Director at McNally Brown Group, a boutique management consulting firm that provides strategic, operational and financial... Read More
Jonathan Lehun is a Vice President in the M&A Sell-Side Advisory division with over eight years of experience in M&A... Read More
Dan is a Managing Director in Grant Thornton Canada’s Transactions practice, specializing in mergers and acquisitions, and capital advisory services... Read More
Andreea moved to Canada from Romania at the age of 10 with her parents. In Europe, her father was a... Read More
Presently Ashlynne holds the position of Executive Director of Norwood Sawmills [Norwood Industries Inc.]. She recently stepped down from the... Read More
Kenan Dizdarevic leads the execution of FirePower’s M&A and corporate finance advisory transactions. Kenan joined FirePower in 2018 and brings... Read More
Noemie Dupuy, Co-Founder at Budge Studios, is a veteran in the tech industry with more than 20 years under her belt.... Read More
Alex is a lawyer in the Business Law Group and the Financial Services Group and advises clients on a broad... Read More
Tina Di Vito, CPA, CA, CFP, TEP, FEA, is a Partner and National Leader of Family Office Services, part of... Read More
Brad Geddes is President and CEO of Zucora Inc., Canada’s leading provider of product warranties for the home furnishings industry.... Read More
Bruce is an experienced CEO with deep expertise in strategy and execution. Since selling his business in 2002 he has... Read More
Matt Macdonald is the Managing Director & Head of the National Client Group outside of Quebec and the Vice-President of... Read More
Khasha Ighanian is President of Prollenium Medical Technologies and an Executive Board Member. Khasha has steered the growth and development of... Read More
Marino Jeyarajah is a Tax Partner in the Mergers and Acquisitions Tax group and has over twelve years of experience... Read More
Richard McCammon MASc ICD.D currently leads C6 Launch Systems, an aerospace company designing and building a launch vehicle specifically engineered... Read More
I’m a partner in Grant Thornton’s financial advisory group, where I specialize in business valuation and litigation support services. I... Read More
As a Partner at Turtle, Michael is responsible for sourcing, evaluating and supporting new investment opportunities. Prior to joining Turtle,... Read More
Pamela Miranda is Founding Partner at MIII MSP Corp (MIII MSP), a buyout firm focused in partnering with great founders... Read More
Loren Rafeson is Partner, Growth Equity Partners, at BDC Capital where he helps leading Canadian companies scale nationally and internationally,... Read More
Bill has been a professional advisor working with business owners for over 25 years. As a Certified Exit Planner, Bill... Read More
Ian Macdonell is a Managing Director of Crosbie with over 25 years of experience in investment banking and capital markets.... Read More
As a trusted advisor to corporate executives, business owners and their families, as well as the legal community for more... Read More
Experienced technology professional with in-depth knowledge of MSP best practices and procedures. Strong understanding of BCP & DR planning as... Read More
Barbara is a longtime financier having spent the last 25 years in various roles within Roynat Capital including business development,... Read More
Stephanie joined Trivest in 2020 and is responsible for originating and analyzing acquisition opportunities. Based in Toronto, she manages Trivest’s... Read More
Mike McCarron is the President of Left Lane Associations, M&A advisors specializing in the Canadian transportation sector. Mike is a... Read More
Danish Jamal, CPA, CA, CFA, CBV, is a Director in MNP’s Corporate Finance team. Based in Toronto, Danish works closely... Read More
Tom Kennedy is the founder of Kensington Capital Partners and Chair of the Investment Committee. Tom serves on the Advisory Boards of several private equity funds and private companies and has been an active supporter of the Private Equity and Venture Capital business in Canada. His public service and philanthropic work has been a longstanding, and focused on education and healthcare.
Kris is a Director in our Transactions practice specializing in corporate finance and mergers & acquisitions (M&A). Kris is a... Read More
Pamela Ruebusch is the founder and owner of TSI Group. When she started the business over three decades ago, Pamela’s... Read More
Dianne joined Nexus in 2001, after working with KPMG’s Personal Financial Planning Practice. At Nexus, she advises clients on issues... Read More
Yogi Sennik is the CEO of Joriki Inc. a beverage manufacturer located in Canada. Established in 1992, Joriki is a... Read More
Chrisoula Mirkopoulos graduated from the John Molson School of Business at Concordia University in Montreal, with a Bachelor of Commerce... Read More
Beric Farmer cofounded XE with a high-school friend in 1993 as they were both graduating from university. A year and... Read More
Mr. Mirkopoulos holds a Bachelor of Applied Science and Engineering, Engineering Science Nuclear Program from the University of Toronto, and... Read More
Claudio is a medical technology entrepreneur with a long experience in the industry. He is a hands-on executive, that combines... Read More
Adrian is the CEO of eCompliance, a safety software company which he formed with his business partner after experiencing the... Read More
As founder & CEO, Paul is the reason why we’re all here. Along with Bob Walker, Paul built Prophix from... Read More
Ian Michael’s practice is focused on corporate and securities law with an emphasis on mergers and acquisitions involving public companies... Read More
Oren heads FirePower Capital’s Value Maximization division, focused on leveraging big data analytics to aggressively drive shareholder value ahead of... Read More
A serial entrepreneur and corporate strategist known for disrupting traditional markets, Mia is the CEO of MSL Canada and co-founder... Read More
Jess Grossman is the Founder & CEO of In Social, a full-service digital marketing agency that acts as the outsourced... Read More
David has created or acquired small businesses in a range of industries including golf courses, tennis clubs, oil field services,... Read More
Ilan Jacobson is responsible for leading FirePower Capital in all its endeavours, setting its strategic direction and providing top-level guidance... Read More
Erin has over 20 years of professional event management experience, and a passion for conferences and tradeshows. Her creativity, attention... Read More
As Managing Director of Dynamic Legacy Inc, Ms. Fulford provides independent and objective advisory services for Family Offices [Single, Multi... Read More
Welcome to the 6th annual Business Transitions Forum in Toronto. We are excited to be back to in person events and thrilled to have an excellent conference program with over 40 entrepreneurs and experts sharing their insights and stories about companies that have previously sold. You will learn from experts and connect with peer groups who will offer valuable insights to help you with transition strategy – whether you’re just beginning to think about it or well-advanced down the path.
Jeff is a senior consultant in the BDO Advisory Services Practice. With 20+ years of facilitation and coaching experience,... Read More
David has over 12 years of experience in providing term / sub debt and investment banking services to entrepreneurs and... Read More
Nancy Adamo’s business accolades and contribution to Canadian society has been recognized throughout her career. In 1998, she was given... Read More
Eric Berke is the Managing Partner of TorQuest and joined at inception in 2002. Prior to TorQuest, Eric led the turnaround... Read More
Jason (Jake) Bullen is a partner in the Business Law Group and Co-Chair of the Private Equity Group at Cassels Brock. His practice focuses... Read More
Born and raised in Owen Sound, Steven enjoys spending quality time with his wife and two boys. As a lover... Read More
Michele Cooper is Managing Director, Growth & Transition Capital (GTC). With more than 15 years of experience in various roles at BDC,... Read More
As the Founder of Versature, Paul Emond provides the strategic vision and direction for the company. He is a serial... Read More
Ryan is the National Corporate Finance Leader and leads the Transaction Advisory Services practice in BDO’s Toronto office. Ryan has... Read More
Bob Fitzgerald is the Chief Executive Officer of SCM. Bob was appointed the CEO of SCM in January of 2015,... Read More
Over the past 25 years, Tim Cestnick has developed a reputation as one of the most respected authors, speakers and... Read More
Bruce is Founder, Co- Chairman and Co-CEO of Evergreen Consumer Brands (ECB). ECB is a fully integrated consumer products company... Read More
Joanna Gibbons is a Partner and Managing Director in the PwC Corporate Finance / M&A Advisory practice where she draws... Read More
Jennifer is the President and CEO at Harding Fire Protection, a leading fire and life safety services company in Ontario.... Read More
A DTA stalwart since joining over 30 years ago, Melissa heads up the business as its President and CEO, managing... Read More
Ron Haik is a Senior Financial Planner in the firm’s Toronto office, with over 20 years of experience in the... Read More
Jeff is a partner in our advisory services practice based in Toronto specializing in corporate finance and mergers & acquisitions... Read More
Samantha Horn is a partner in the Mergers & Acquisitions and Private Equity Groups. Her practice focuses primarily on mergers... Read More
Ray has over 20 years of experience structuring financial solutions. He is experienced in mergers & acquisitions, business advisory, lending... Read More
Christopher’s practice focuses on mergers and acquisitions and private equity, venture and corporate finance transactions. He regularly advises Canadian, U.S.... Read More
Dave started working in the debt collection industry for his father’s company (John Rae) in the summers during his high... Read More
Michael spent several years working with Xerox; de Havilland Aircraft; Nortel Networks and also in Strategy Consulting with Coopers &... Read More
Ryan Newell is the President and CEO of Spinrite Yarns. Ryan joined Spinrite in 2002 as Chief Financial Officer and... Read More
Mario Nigro is a partner in the Toronto office of Stikeman Elliott and a member of the firm’s M&A/Private Equity... Read More
Its Darryl’s mission to help businesses fulfill their strategic vision. Through innovative junior capital solutions, and a collaborative approach, he... Read More
With investment management and wealth advisory experience dating back to 1972, Our Family Office Co-Founder, Executive Chairman, and CIO enjoys... Read More
Jason Sellakumar is a dynamic Chartered Accountant who brings accounting and finance expertise to the Canadian mid-market. As an Associate... Read More
As a partner in RSM Canada’s tax practice, Stephen provides integrated Canadian income tax advice and solutions to the firm’s... Read More
Eric Castonguay is a partner and the National Leader of PricewaterhouseCoopers Corporate Finance Inc. (PwCCF). He has experience in all... Read More
Darin Brock joined TorQuest in 2006 and currently oversees the firm’s external relationships, managing business development and investment sourcing activities,... Read More
Perry, as president of ESOP Builders Inc., has designed and implemented over 160 ESOPs – Employee Share Ownership Plans –... Read More
Jonathan Piurko is the Co-Founder and CEO of Monarch Bridge Financial Corp. Mr. Piurko is responsible for all executive functions... Read More
Paris Aden is the founding Partner of Valitas Capital Partners. Mr. Aden has broad industry experience, with a focus on the... Read More
David Shlagbaum is a Business Lawyer and a Facilitator and is the Managing Principal at DSBL Business Law ( https://dsbl-law.com/... Read More
Before joining Left Lane Associates as a Co-Founder & Managing Partner in 2016, Peter Stefanovich spent over 8 years in... Read More
David Anderson operates a private investment company that invests in small to mid-market Canadian companies. He most recently participated as a principal... Read More
A Deal Advisory Partner, Miguel brings 10 years of experience supporting Canadian transactions for mid-market private equity firms and strategic... Read More
Since founding Honk in 2013, Michael has been applying knowledge, success and wealth of experience to create a much-needed solution... Read More
Robert R. Bedard is the co-founder, President and CEO of the Bempro Global Group which includes BMP Metals (Custom metal... Read More
Sam’s primary role is to source new business opportunities and execute transactions throughout Canada, and the U.S. East Coast. Previously,... Read More
Bill is recently and happily retired after a thirty-five year career in Sales, Marketing and Leadership with Coyle Corrugated Containers. ... Read More
Mary Beth Denomy is an entrepreneur and event industry veteran. She is the Founder of Proof Experiences (Free For All... Read More
Alex is a lawyer in our Business Law Group and Financial Services Group and advises clients on a broad range... Read More
The Managing Director of Business Transition Planning and Trust Services with CIBC Private Wealth Management, Sean joined CIBC from another... Read More
Stella Gasparro, CPA, CA, is a Partner in MNP’s Toronto office. She specializes in providing local and cross-border tax planning... Read More
Lyne Gaulin is a Partner at Richter specializing in Tax. Lyne has over 23 years of experience in providing advice... Read More
Pierre Ouimet is the Head Investment Strategist for UBS Bank (Canada)’s Wealth Management on our Canadian equity strategies and Asset... Read More
Mark has been a leader in the conference and tradeshow business for over 25 years with a proven track record for success. As a... Read More
Nancy Ramalho is a partner in the Employment & Labour Group. Nancy provides advice to national and international companies on... Read More
Terran learned the construction business literally from the ground up by apprenticing under his father, GS founder Glen Sandwith. He started... Read More
As the national tax leader at RSM Canada, Maria sets the vision and direction of the firm’s tax practice. Having... Read More
James is the co-founder of Signal Hill Equity Partners and has over 25 years’ experience investing and building companies. He... Read More
Danielle is a member of MNP’s Private Enterprise team in Ottawa. A trusted advisor, Danielle helps family businesses with intergenerational... Read More
Zulf Karim is Director, Growth Equity with BDC Capital in Toronto. He is responsible for leading equity investments alongside Canadian... Read More
Karen Killeen is a CPA, CA with broad private and public company experience. While in public accounting, Karen worked with... Read More
Kevin Tremblay, CPA, CA, CBV, CF, is a Managing Director of MNP Corporate Finance, based in Toronto. With a focus on... Read More
Rob is the Managing Director of BDC Capital’s Growth & Transition Capital team in Toronto. Since joining BDC in 2009,... Read More
Brian Love is a growth driven aviation executive with extensive experience in international sales, contract negotiations and business operations. Brian... Read More
Mr. Mark is responsible for executing Rhyno’s investment strategies by seeking new opportunities and managing the acquisition process in order... Read More
Jonah is responsible for advising and developing advanced estate and tax planning strategies for his clients. He brings over 10... Read More
Pat founded APEX Public Relations (www.apexpr.com) in 1998 and built a strong business and a roster of blue chip clients. ... Read More
I started the Neograft company in 2008. I searched for a product to sell in the anti aging sector. I... Read More
Conor joined BDC in 2010 and had been a Director in the Growth & Transition Capital team since 2015 providing... Read More
Born in Montreal, Pierre completed a degree in Economics at Loyola College in 1968. He completed a Masters Business Administration... Read More
Arlene has developed a broad range of expertise in the areas of corporate and commercial law, with a strong focus... Read More
Victoria Sopik is first and foremost the mother of eight children and grandmother of many. The CEO and Co-founder’s experiences... Read More
Randy Ambrosie has worked in the investment industry in both Canada and the United States for nearly 30 years. Most... Read More
Earl is an accomplished Pipeline Rehabilitation Specialist, with a proven track record for leading world class operations in Trenchless Sewer... Read More
Colleen works with clients and advisors to develop sound wealth management plans. She provides support and direction about complex issues... Read More
Devon Cranson is the Founder and President of Cranson Capital, a boutique investment banking firm founded in 2006. Devon has... Read More
Rachel Skelton joined TorQuest in 2013. Previously, she worked at McKinsey & Company advising clients on growth and turnaround strategies... Read More
Sab Ravalli is President and Founder of Axium Capital Corp. and a Capital Partner at Terra Cotta Financial Group Inc. He... Read More
Steve Gunn is the co-founder and Co-Chair of Sleep Country Canada. He was the CEO of Sleep Country from 1997... Read More
Gord has enjoyed a colourful 25 year career working in a wide range of roles in several industries, and in... Read More
Matt is the Managing Partner of Market Square Equity Partners. Market Square Equity Partners (“MSEP”) is a Toronto based private... Read More
For over 25 years, entrepreneurial clients across all industries have benefited from Mitch’s ability to make strategic tax and business... Read More
Jim is a member of the High Net Worth Planning team at BMO Wealth Management, where he leads the Business... Read More
Ken is a Managing Director at MPA. He is responsible for transaction origination, engagement design and execution, client development and... Read More
Ashley Herman is the Vice President and owner of Freshway Development, an investment company that targets the construction, environmental and... Read More
Jeff began his career with Proctor & Gamble, spending 10 years in finance, operations, and supply chain management. He then... Read More
Aileen is a trusted and highly experienced consultant to accomplished business owners and a uent families on matters associated with transition... Read More
Giovanni Marcelli came to Canada from Italy in 1969 after obtaining a college Diploma in Electro-Technical Engineering. In 1972 Mr.... Read More
Cathy has over 20 years of experience as an investment banker, CFO, and board director working closely with healthcare and... Read More
Ken is the Managing Partner of NewPoint Capital Partners Inc, a Toronto based Mergers & Acquisitions advisory firm. He has... Read More
Eric Termuende is the co-founder of NoW Innovations, a bestselling author, and an international speaker. His work has been featured... Read More
Robert is the National Leader of Corporate Finance, the Global Co-Leader of Debt & Capital Advisory and is also on... Read More
Frank Pizzolato is an angel investor, advisor and serial entrepreneur. Frank co-founded Clarity Systems, an enterprise software company focused on... Read More
Matt is the Chief Canadian Equity and Structured Note Strategist for RBC Capital Markets. Prior to this, Matt ran the... Read More
As a senior partner of Toronto law firm Aird & Berlis LLP and leader of its AB Strategy practise, with... Read More
With over 20 years’ experience Carey Singer is an accomplished tax consultant. Having relocated to Toronto from his native Chicago... Read More
As the Managing Partner of Collins Barrow Toronto, Harry sets vision and direction for the firm nationally and internationally, spearheading... Read More
Giselle Bodkin is a Partner with BDO Canada and valued member of BDO’s National Policy Board. She has over 25... Read More
Don Carson, CPA, CA, is the Regional Tax Leader for MNP in the Greater Toronto Area and the National Leader... Read More
Adam is a Managing Partner with Holcan Investments. Holcan is a family office with a focus on investing in mid-sized... Read More
Colin Walker is a Managing Director of Crosbie with over 30 years of experience in investment banking, corporate banking and capital... Read More
Curtis Cusinato is a partner practising corporate and securities law in the firm’s Toronto office with an emphasis on domestic... Read More
Matthew Cumming is a partner in our M&A and Securities Group in Toronto. He has expertise in a broad range... Read More
Mr. Duboc’s career is marked by his passion for entrepreneurship, his ingenuity and corporate and community leadership. Sam is a... Read More
John Francis is the Managing Director of Fraser Kearney Capital Corp., an investment company that oversees the Francis family office.... Read More
Ted Shoub has a corporate commercial practice and advises private companies on mergers and acquisitions, financings, corporate governance and general... Read More
Paul has extensive experience in all aspects of Fulcrum’s private equity investments including originating, executing and managing investments. He brings... Read More
Rachel is a Chartered Professional Accountant and Tax Partner with BDO Canada LLP out of Toronto. She assists clients in... Read More
Ed Giacomelli has over 25 years of experience in investment banking, corporate finance and capital markets, having advised numerous clients... Read More
Steve Hartman is a founder of Industrial Thermo Polymers Limited (ITP), a leading manufacturer of extruded polyethylene foam products in... Read More
Robin is responsible for providing advanced trust, estate and succession planning to affluent business owners, with a specialization in tax-effective... Read More
Doug practises mergers and acquisitions and all aspects of commercial law with a particular emphasis on company acquisitions and dispositions,... Read More
Howard is a Managing Director at Veracap M&A International and its sister firm, Campbell Valuation Partners. He advises business owners... Read More
Jeff is the Director of Business Transition Services in the BDO Special Advisory Services Group. A highly trusted advisor with many... Read More
Jason is a member of the Lead Advisory team where he focuses on M&A, divestitures, buyouts and capital-raising activities. Jason... Read More
David began his career with Allied International Credit in the UK, after graduating from the University of Western Ontario with... Read More
Luanna McGowan is the President of The McGowan Group Inc., former National Partner of PricewaterhouseCoopers, and founder of PricewaterhouseCoopers’ Centre... Read More
Graham has extensive domestic and international experience advising corporations and financial institutions on mergers and acquisitions, joint ventures, corporate finance... Read More
Ezer Mevorach is the C.E.O. of Mevotech LP, based in Toronto, Ontario. Mevotech is a North American market leader in... Read More
Haroon F. Mirza is the Entrepreneur in Residence of OneEleven, a post-seed tech accelerator focused on helping Canada’s most promising,... Read More
As Managing Partner and founder of Prompta Inc., a leading consultancy, Tim brings 20+ years of experience successfully leading transformational... Read More
Doris Valade is founder and President of Malabar Super Spice Co. Ltd., a distributor and manufacturer of quality spices and... Read More
Shubo’s focus is on helping entrepreneur managed companies with Mergers & Acquisitions. He was previously an Equity Partner/Managing Director at... Read More
Brent is responsible for transaction origination and execution, financial advisory and capital raising activities. These activities have been across a... Read More
Al co-founded Ironbridge in September, 2005. Prior to Ironbridge, from 2003 to 2005, he was a Partner in the Equity... Read More
Vince has 20+ year experience working with private companies in services, distribution and manufacturing sectors. Prior to joining Granite, Vince... Read More
Growing up in a car dealership has always been second nature to me. My earliest memories include the smell of... Read More
Angelo Zeni is Team Lead, Growth & Transition Capital in our Mississauga office. Angelo joined BDC in 2011, bringing more than... Read More
Bruno has held various roles at BDO, most recently as Manager, Financial Advisory Services. Bruno has spent the past several... Read More
Steve Suske is President and CEO of Suske Capital Inc. A proven entrepreneur with over 40 years of professional experience... Read More
John Wilson is Managing Partner at ninepoint partners, an alternative asset manager based in Toronto with $3 billion in AUM... Read More
While still in grad school, Basil co-founded Nexus Engineering. Nexus grew to seven companies with over 300 employees with operations... Read More
Andrew joined Ironbridge in November 2014. Prior to Ironbridge, from 2011 to 2014, Andrew was a Partner with Signal Hill... Read More
John Warrillow has been helping companies understand and market to the SME segment for more than two decades. He has... Read More
In 2013, Barry joined Ontario Excavac (“OE”) as an investor and CEO. OE is the largest and leading provider of... Read More
Wendy is a senior consultant at the Family Business Consulting Group, working closely with business leaders, family firms, and boards.... Read More
Jamie Windle is Director in the Transaction Advisory Services practice at BDO specializing in transaction support and due diligence services... Read More
Fay Wu is a recognized strategic leader and exemplary business builder with depth and breadth across all major operational areas.... Read More
The dictionary defines entrepreneur as “one who organizes, manages and assumes the risks of a business or enterprise”. As one of eight children born... Read More
Pierre Cléroux was appointed Vice President, Research and Chief Economist at BDC in 2012. Pierre leads a team of experts... Read More
Constantine Hatzipanayis is Partner, Growth Equity Partners in our Vancouver office. Constantine aims to support Canadian entrepreneurs through their growth... Read More
As Managing Director and Head of Roynat Equity Partners, Mark is responsible for leading all aspects of the investment process,... Read More
David leads MT+Co.’s Business Law Group and Mergers + Acquisitions Team. Prior to founding MT+Co., he worked in the business... Read More
Julie Afanasiff’s experience in corporate finance, accounting and transaction engagements spans over 14 years. In that time, Julie has led... Read More
Kristi has been providing mid-market businesses with relationship-focused, strategic financing for over twenty years. As National Managing Director, Kristi leads First West Capital across Canada and delivers tailored subordinated-debt, mezzanine and equity financing solutions for growth, acquisitions and transitions. Prior to First West Capital, Kristi spent ten years with Vancity Capital, another B.C.-based subordinated debt fund. She has also worked with the Canadian Imperial Bank of Commerce and the Small Enterprise Equity Fund of the European Bank for Reconstruction and Development.
Don’s deep and passionate belief that he has the opportunity to positively impact and change people’s lives by providing a... Read More
Having grown up in a family that ran a business, I understand the importance of helping business owners achieve success,... Read More
Rob is President of SeaFort Capital, a private equity firm based in Halifax. Prior to co-founding SeaFort in May 2012,... Read More
Relay Transition Partners is dedicated to the sale of small and medium businesses in Canada (SMBs). Our partners understand the... Read More
Deep consideration and inquiry at the heart of success and leadership Leading with lovingkindness, and her playful spirit, you will... Read More
As CEO of The Forum, Paulina leads a national organization that educates, mentors and connects women entrepreneurs to be wildly... Read More
Debby Carreau is a proven leader helping businesses become inspired workplaces. She is highly regarded globally as a human capital... Read More
Alroy has 20+ years of experience in progressively senior leadership roles. Most recently, Alroy grew and led the M&A function at... Read More
Jacoline Loewen is an investment banker, advisor, author, and speaker based in Toronto, Canada. She is the founder and CEO... Read More
Jim Crooks is a Corporate Finance Partner and Managing Director at PwC Canada working in the Vancouver office. Jim has... Read More
Phil is the owner-operator of Joto Paper which he recently acquired. He is an entrepreneur at heart having worked for... Read More
Overseeing the daily operations of my family’s commercial real estate holdings, my expertise is in all aspects of real estate... Read More
Janet Davie brings a unique mixture of academic and practical knowledge to her role as a senior financial executive and... Read More
Derrick Emsley, named Forbes Top 30 Under 30 and Canada’s Top 40 Under 40, has been actively involved in environmental... Read More
Grant Foster is a corporate/commercial Partner and member of the Private M&A group in Vancouver. He advises clients in a... Read More
Discount Retail Entrepreneur: Developing Big Box Outlet Store into 16 stores with 13 locations in BC, 2 in Washington, and... Read More
Christian Gauthier is a Partner of Bennett Jones LLP based in Vancouver and Toronto who advises local and international clients... Read More
Cindy Huang joined Leith Wheeler in February 2012. She is responsible for managing discretionary investment portfolios for Private Clients and... Read More
Calle Johnson is a Partner and Managing Director with PricewaterhouseCoopers Corporate Finance Inc. offering investment banking advice to private companies.... Read More
Prentice’s practice involves advising entrepreneurs at any stage, from start-up and early growth to large-scale established businesses, in a wide variety... Read More
Steve is passionate about creating long-term relationships with our clients and helping them to overcome barriers to growth. An entrepreneur... Read More
Tom acquired Smith Cameron Process Solutions in 2011 along with equity partner Krystal Growth Partners. Tom subsequently completed 6 strategic... Read More
Vladimir Kovacevic is co-founder and Chief Executive Officer of Inovatec Systems, a global provider of loan origination and loan management... Read More
Welcome to the 7th annual Business Transitions Forum in Vancouver. We are excited to be back to in person events and thrilled to have an excellent conference program with over 40 entrepreneurs and experts sharing their insights and stories about companies that have achieved strategic growth and faced acquisition. You will learn from experts and connect with peer groups who will offer valuable insights to help you with transition strategy – whether you’re just beginning to think about it or well-advanced down the path.
Tara Landes has spent over two decades working directly with the leaders and managers of dozens of North American companies... Read More
Brian Lau joined Krystal Growth Partners in 2019. As Vice President, Brian’s responsibilities span the entire investment cycle to include... Read More
Samuel Li is a part of the firm’s Securities and Technologies Practice Group. Samuel advises public and private clients on... Read More
Mike is an entrepreneur at heart. He has built, acquired and sold his own private businesses and guided 100+ entrepreneurs... Read More
Cameron has been a partner with the law firm Lindsey MacCarthy LLP since 2016 and the firm’s co-managing partner since... Read More
EXECUTIVE SUMMARY Located in Edmonton, Adam is a Managing Director with BDO Canada Transaction Advisory Services focusing on Mergers &... Read More
Mackenzie Regent is the Co-Founder & Managing Partner of Kalos LLP, an internationally recognized financial due diligence and valuation CPA... Read More
Kleo Landucci is the CEO & President of CrescentView Investments Ltd. (CVI), a familyinvestment company. In 2004, Ms. Landucci joined... Read More
Serial entrepreneur Diana Noble stumbled into the world of entrepreneurship by accident at the tender age of 24. Since then,... Read More
Gerry Bellerive joined Regimen Partners in December 2014. Prior to joining, Gerry was a partner and one of three founding... Read More
Charles Chang is a born entrepreneur with a passion for innovation, active living and mentoring. Prior to starting Lyra Growth... Read More
For the past 15 years I have been the owner of Total Restoration Services, Penticton. A 24/7 restoration company.
As Founder of Vancouver-based Fusion Projects, Nicholas Boyd has built the Fusion team into Vancouver’s premier interior contractors and project... Read More
Kathy has worked with enterprising families for nearly twenty years. As a consultant, educator and board director, she works with... Read More
Cam is an experienced venture capitalist, operator and advisor. He combines knowledge of operations, to go market strategies, M&A, and... Read More
Kathy Butler joined CIBC Capital Markets 25 years ago and has been involved in a number of mergers and acquisitions... Read More
As a founding principal of SDM Realty Advisors with Dale Mumford in 1994, Stephen focuses on all leasing aspects of... Read More
Catherine Dahl is the co-founder and CEO of Beanworks, the industry-leading accounting automation software company that is trailblazing modern accounting... Read More
Natalie Michael is a CEO and Executive Coach and CEO Succession Advisor. She advised Boards, and CEOS on how to... Read More
David provides accounting, assurance, taxation (Canadian and US), general business advisory services and estate planning in the Vancouver marketplace. The... Read More
Shane King, CPA, CA, is the National Leader for MNP’s Succession Services practice and a member of the Assurance team.... Read More
Amir is a member of the firm’s Business Transactions, Business Law and Employment and Human Rights Practice Groups. Prior to... Read More
With a background in mechanical engineering, project management and entrepreneurship, I am very suited to leading a diverse company like... Read More
Rick Gendemann is one of the firm’s lead partners, overseeing and advising on business transition, business advisory, tax planning and... Read More
Chris Hardwick is an Executive Business Coach who takes on the toughest challenges and delivers them successfully. He is appreciated... Read More
A chartered professional accountant with more than a decade of experience supporting families, Robyn handles the unique and complex needs... Read More
As a Managing Director with Grant Thornton, Ryan advises clients on transactions in a variety of intricate and dynamic situations... Read More
Emily is a principal lawyer in Miller Titerle + Company’s business law and transactions group. Prior to joining MT +Co.,... Read More
David has created or acquired small businesses in a range of industries including golf courses, tennis clubs, oil field services,... Read More
Ilan Jacobson is responsible for leading FirePower Capital in all its endeavours, setting its strategic direction and providing top-level guidance... Read More
Erin has over 20 years of professional event management experience, and a passion for conferences and tradeshows. Her creativity, attention... Read More
Keith’s passion is creating financially confident family businesses that are set up to successfully, and harmoniously transition to the next... Read More
Dylan’s passion is helping families and their businesses stay together and prepare themselves against hardships. When he was just a... Read More
Within every family business is a unique, secret weapon that when leveraged properly, ensures success, longevity and an invincible competitive... Read More
Emmy Award winning Executive Producer and CEO with a passion for start ups and growing high preforming business’s. Familiar with... Read More
Julie has focused on commercial design for 20 years and is a co-owner of Vancouver-based SSDG Interiors, one of BC’s... Read More
Scott Bodie advises on tax issues relating to corporate reorganizations, mergers, acquisitions and dispositions, public market debt and equity transactions,... Read More
Negotiating a successful merger or acquisition takes more than expertise and experience. It also requires deep focus, serious goal-setting and... Read More
Nicholas Drake is a Director in BDC Capital’s Growth & Transition Capital group in Vancouver where he focusses on providing... Read More
Founded of a deep commitment to redefine the delivery of Legacy Planning advice, Darrell relaunched Evolution Strategies Ltd. After a... Read More
Silvana is a Partner, Practice Leader of the Business Law Group, and Manager of the Corporate Services Department at Richards... Read More
Brendan is based in BDO’s Vancouver office and advises clients across Western Canada in divestiture, financing and due diligence engagements.... Read More
Ryan Giles joined TriWest in 2006. Prior to joining TriWest, Ryan was an Associate with Onex Corporation, where he was... Read More
Brad Hill is a managing director with PricewaterhouseCoopers Corporate Finance Inc. based in Vancouver. His primary focus is assisting privately... Read More
Dave Bustos is a partner with Fort Capital Partners, an investment bank that provides public companies and private companies, as... Read More
Known for his innovative and “out of the box” thinking and client focused solutions, Steven works closely with many entrepreneurs... Read More
Known as a leading mid-market M&A legal advisor in British Columbia, Peter Mogan, founder and senior partner of Mogan Daniels... Read More
Jeff is a partner in our advisory services practice based in Toronto specializing in corporate finance and mergers & acquisitions... Read More
Derek is a 25 year veteran of the Pacific Northwest financial community, having spent the last 20 years with Roynat... Read More
Julie McGill is Chartered Accountant and Chartered Business Valuator with a stellar track record of financial management, business leadership and... Read More
I am the Chief Executive Officer of Omicron Canada Inc., a 200-person integrated development, design and construction firm with offices... Read More
Manu is a senior leader having worked in the information technology and services industry, financial services and telcom for the... Read More
Dave Mason has been in the investment industry for over 30 years. His career began in 1988 as an investment... Read More
Jonathan Piurko is the Co-Founder and CEO of Monarch Bridge Financial Corp. Mr. Piurko is responsible for all executive functions... Read More
Jonathan Braude is the Vice President for Product at Danica Imports, a Vancouver-based company that designs and distributes kitchen textiles,... Read More
For over 20 years, Deena has worked as a consultant, coach and counsellor with people and organizations seeking meaningful change.... Read More
With 24 years of financial planning expertise, Cindy David, CFP, CLU, FEA, TEP, is the President of Cindy David Financial... Read More
Tracey McVicar is Partner at CAI Capital Partners, a mid-market private equity firm. She is a former investment banker (RBC... Read More
Shannon Walker is the founder and president of WhistleBlower Security Inc. (WBS) which was launched in 2005. She frequently speaks... Read More
Ronnie De Zen is a partner in the Tax Services practice of PricewaterhouseCoopers LLP working in the Vancouver office. He... Read More
Graham is a Principal at Fulcrum Capital, a mid-market Canadian private equity firm currently investing out of its fifth private... Read More
Terry Holland has been involved in the Canadian private equity market for over 25 years. A commerce graduate of the... Read More
Bruce started working in the computer business in the 70’s representing Gandalf Technologies. After selling a computer consulting business in... Read More
Paul Hemsley is the founder and President of Hemmera. Since 1994, Paul has worked with his partners and employees to... Read More
Blair Horn is a partner in Fasken Martineau’s Securities & Mergers and Acquisitions Group. Blair advises public and private technology,... Read More
James Knight, director, transaction advisory, specializes in providing financial due diligence services to a diverse client base including private equity... Read More
A veteran of the financial services industry since 1974, John provides strategic leadership to Nicola Wealth, exercising his passion for... Read More
For 25 years Bruce has supported both small companies and large corporations with human element challenges: building management teams |... Read More
After earning his CA designation in 1987, and since leaving public practice accounting in 1992, Bob has served in executive... Read More
Tea pioneered the robo-advisor model in Canada in 2014, making WealthBar the first of its kind in the country. Today,... Read More
After graduating from the Richard Ivey School of Business at Western University with an MBA, Jim became an investment banker... Read More
Trevor holds an undergraduate degree in History from Trinity College at the University of Toronto, a Master’s Degree in History... Read More
Danvir is a Tax Partner at BDO Canada with over 12 years of experience in public practice. He works closely... Read More
Paul is involved in a wide range of investing activities at Fulcrum Capital. He has an extensive background in merchant... Read More
Tina Osen is President of HUB International Canada, the largest insurance broker in Canada. As President of HUB’s Canadian operations,... Read More
Jesse Ahuja is a Partner at MEP Business Counsel. Jesse’s practice focuses on mergers, acquisitions and dispositions, private equity and... Read More
Melisa Attisha qualified as a member of the Canadian Institute of Chartered Accountants in 1994. During her eight years of... Read More
Neil Atchison, P.Eng., founded Analytica Advisors Inc. in 2009 and is its Managing Director. He has over 25 years of... Read More
Michael Beninger has practised taxation law and provided strategic personal and corporate planning advice in Alberta and British Columbia for... Read More
Holly provides tax and estate planning expertise to high net worth families and business owners, as part of an integrated... Read More
In 1995, Leon Salvail and two associates formed the partnership that became Gevity Consulting Inc. (formerly known as Global Village... Read More
Prior to joining Seaside in 2004, Duncan spent 18 years in the private investment and distribution industries. As President of... Read More
Anthony Yates holds a BEng (Hons) in Civil Engineering from Coventry University, UK. Mr. Yates brings an extensive background in... Read More
As Vice President, Business Advisory & Succession Planning, Todd Coleman advises high net worth private business owners in transition with... Read More
Kellie has over 14 years experience advising clients in BC and Alberta on mergers, acquisitions, divestitures, financings and buyouts in... Read More
Michael de Pfyffer is a Director of Totem Cove Holdings Inc., the former owner of Thunderbird Marine Corp., which owned... Read More
David S. Frost* is a partner in our Business Law Group in Vancouver and Co-Chair of our National Life Sciences... Read More
16 years experience buying & building companies BSc. from Western University, & MBA from University of Toronto’s Rotman School of... Read More
With over 25 years of experience, Deborah works with clients to develop strategies to minimize the tax burden on business... Read More
Gary D. Powroznik, FCPA, FCA, CIRP is the Founder and Managing Director of G-Force Group http://www.g-forcegroup.ca/, a Vancouver-based professional service... Read More
Erin Parkes grew up in the family business as the eldest grandchild of generation 3. She followed in her grandmother... Read More
Merv has worked in the family business founded by his parents Neil and Rita since he was a little boy.... Read More
Reg has worked in the trucking business founded by his father, Neil, for well over four decades; previously he served... Read More
Travis Klassen has been working within the framework of family enterprise for as long as he can remember. Travis entered... Read More
Steve Kleinschmidt is the Co-Founder and a Director at Good Insights Strategy Inc. The Company provides advisory services across a... Read More
Shafeen serves as Chief Operating Officer for Western Investment Company of Canada. He has over ten years of experience advising... Read More
Tricia leads Scotia Wealth Management’s Business and Family Advisory Services in British Columbia. She advises accomplished business owners and affluent... Read More
Doug Ryder joined Grant Thornton LLP as a Partner in the Vancouver Transactions Practice in 2016. Prior to joining Grant... Read More
Since 2010, Alan has been providing strategic advisory services to purpose-led organizations across a diverse set of industry sectors. He... Read More
Eric Termuende is the co-founder of NoW Innovations, a bestselling author, and an international speaker. His work has been featured... Read More
Trained as a classical French chef, Yves Potvin has dedicated his culinary career to creating healthy, tasty, convenient foods found in major... Read More
Bruce recently joined BDC Capital’s Growth and Transition Capital team to offer flexible and patient junior debt to fuel growth... Read More
Matt Price is a Managing Director, Growth & Transition Capital in our Vancouver office. Before joining BDC, Matt has spent... Read More
Ashley Cooper is the President & CEO of Paladin Security Group Ltd, one of Canada’s largest full service security companies... Read More
Mike Cordoba is a highly active and driven entrepreneur and a founding partner of Empresario Capital Partners. His experience includes... Read More
Justin is CEO of Royalty North Partners based in Vancouver. Royalty North is a public company (RNP.V) that provides non-dilutive... Read More
David has been working in the technology space for more than thirty years in a variety of roles including scientist,... Read More
As a Managing Director at Tricor Pacific Founders Capital Inc., Richard acts as Executive Chairman of each portfolio company, focuses... Read More
Barry Hubich is Vice-President, BDC Capital for the Western Canadian region. Barry has more than thirty years of experience working... Read More
Until recently Brian Hurl was the President and CEO of Foleys Candies Ltd., a privately held manufacturer of chocolate and... Read More
Aileen obtained a Bachelor of Arts degree from the University of British Columbia in 2000 and graduated from Dalhousie Law... Read More
Steve began his entrepreneurial career early, founding his first major business at the age of 19 in Vancouver BC while... Read More
Jim McGuigan is a Chartered Accountant and a Chartered Business Valuator. He is an Incorporated Partner and a Managing Director... Read More
Ivor is the Partner in charge of the Financial Advisory Group in British Columbia and also leads the M&A Transaction... Read More
Tony Scott learned restoration work on the job working for his stepfather beginning in 1979. He attended BCIT in 1984... Read More
In 2006, I entered the underwriting side of the insurance industry, through the purchase of Sports-Can Insurance Consultants. Previously I... Read More
Davis has been involved in the produce industry for almost 30 years. Davis learned various parts of the business in... Read More
Prior to launching TTG Canada, TTG Partnerships (TwentyTen Group) and TORQUE Strategies, Andrea was Vice President of Sponsorship, Sales and Marketing... Read More
Bruno has held various roles at BDO, most recently as Manager, Financial Advisory Services. Bruno has spent the past several... Read More
Kam is a senior manager in BDO’s Canadian tax department with over 10 years of public practice experience. He specializes... Read More
While still in grad school, Basil co-founded Nexus Engineering. Nexus grew to seven companies with over 300 employees with operations... Read More
Genevieve Pinto is a partner in our Business Law Group in Vancouver. Her areas of practice include corporate finance, mergers... Read More
John Warrillow has been helping companies understand and market to the SME segment for more than two decades. He has... Read More
Bruno Bertocci is a Managing Director and Senior Portfolio Manager with UBS Global Asset Management, based in Chicago. He has... Read More
Brian is a co-founder of Yellow Point. He is primarily involved in sourcing and assessing prospective partnerships, as well as... Read More
Joe, like many senior and executive Retailers in Canada today, started out his retail career as a Management Trainee at... Read More
Eric Carlson is the core founder and CEO of Anthem Properties – a Vancouver based real estate investment, development and... Read More
Mr. Spence has been involved exclusively in business valuations, mergers and acquisitions, financial litigation support and related matters since 1985. Mr. Spence has... Read More
John Robinson is President & CEO of Strategic Succession, an independent advisory firm that has been helping business owners build... Read More
Brent is a seasoned entrepreneur, having started, operated and sold two sizeable companies before co-founding Sequoia Mergers & Acquisitions in... Read More
John has extensive experience as a senior executive particularly seasoned in design, development, management and implementation of automated credit-underwriting systems... Read More
Wendy is a senior consultant at the Family Business Consulting Group, working closely with business leaders, family firms, and boards.... Read More
Andrew is the Co-Founder and CEO of the FlyOver® group of visitor attractions. Andrew holds a law degree from UBC.... Read More
Brett Hodson is the former President, Chief Executive Officer and Board Director of the Corix Group of Companies and was... Read More
John (Cliff) Harper is a corporate leader and goal oriented strategic planner who has been involved with the development of... Read More
Brent is responsible for overall corporate strategy and business direction at Encore Business Solutions. His visionary thinking and leadership style... Read More
As a Managing Director at Tricor Pacific Founders Capital Inc., Rod contributes to portfolio company strategy, is a sounding board for human... Read More
Dan has over eighteen years’ experience in private equity, investment banking and accounting. Prior to forming Headwater Equity Partners Inc.,... Read More
Niels Veldhuis is President of the Fraser Institute, Canada’s top ranked think-tank and among the top 20 globally, according to... Read More
Olivier is a Vancouver based serial tech-entrepreneur. He created over 9 companies and startups. He was the founder and CEO... Read More
Iain Mant is a partner in Fasken Martineau’s Securities & Mergers and Acquisitions Group. Iain advises clients on public equity... Read More
McDonald is the founder and President of Rampworth Capital Services Inc., a boutique strategy firm with a decade of success,... Read More
Greg McDougall is CEO and founder of Harbour Air Seaplanes, the world’s largest seaplane airline. Starting with two planes in... Read More
Trevor is a partner in BDO’s west region, with over 22 years of professional experience providing taxation and business advisory... Read More
Harry Watson is the Founder and President of Canadian Construction Materials Engineering and Testing Inc. (CCMET) In 1987, Harry saw... Read More
In the last 28 years in the corporate finance area, Pirooz has assisted numerous owners in the sale of their... Read More
As a co-founder of Sequeira Partners in British Columbia, Ken is a respected authority on middle market corporate finance transactions.... Read More
Kari Yuers, FACI, is the President and CEO of Kryton International Inc., a concrete waterproofing manufacturer based out of Vancouver,... Read More
Perry has over 16 years of public practice experience exclusively in Canadian taxation matters including personal, corporate, and estate taxation.... Read More
John is a the Chairman of the Board of Canada GardenWorks Ltd. GardenWorks is a privately-owned and operated retail garden... Read More
Don Sihota is a Partner with the law firm of Clark Wilson LLP. He provides legal advice on mergers and... Read More
Mike Stephens practices corporate finance and securities law, with an emphasis on securities offerings including stock exchange listings, mergers &... Read More
His expertise encompasses both domestic and international family circumstances, and covers planning applicable to many countries around the world. His... Read More
Marco has a Bachelor of Business Administration from Simon Fraser University and is a Chartered Accountant and Chartered Business Valuator.... Read More
Founder and President of Wardell Professional Development, Mark Wardell has developed a reputation as a leader in business advisory by... Read More
Rob is a Managing Director of Tricor Pacific Capital which he joined in 2006. Tricor is a leading private equity... Read More
Kevin is a Partner and MNP’s Leader for Taxation Services in the Vancouver region. Kevin has more than 19 years... Read More
Pierre Cléroux was appointed Vice President, Research and Chief Economist at BDC in 2012. Pierre leads a team of experts... Read More
Constantine Hatzipanayis is Partner, Growth Equity Partners in our Vancouver office. Constantine aims to support Canadian entrepreneurs through their growth... Read More
As Managing Director and Head of Roynat Equity Partners, Mark is responsible for leading all aspects of the investment process,... Read More
David leads MT+Co.’s Business Law Group and Mergers + Acquisitions Team. Prior to founding MT+Co., he worked in the business... Read More
Julie Afanasiff’s experience in corporate finance, accounting and transaction engagements spans over 14 years. In that time, Julie has led... Read More
Kristi has been providing mid-market businesses with relationship-focused, strategic financing for over twenty years. As National Managing Director, Kristi leads First West Capital across Canada and delivers tailored subordinated-debt, mezzanine and equity financing solutions for growth, acquisitions and transitions. Prior to First West Capital, Kristi spent ten years with Vancity Capital, another B.C.-based subordinated debt fund. She has also worked with the Canadian Imperial Bank of Commerce and the Small Enterprise Equity Fund of the European Bank for Reconstruction and Development.
Don’s deep and passionate belief that he has the opportunity to positively impact and change people’s lives by providing a... Read More
Having grown up in a family that ran a business, I understand the importance of helping business owners achieve success,... Read More
Rob is President of SeaFort Capital, a private equity firm based in Halifax. Prior to co-founding SeaFort in May 2012,... Read More
Relay Transition Partners is dedicated to the sale of small and medium businesses in Canada (SMBs). Our partners understand the... Read More
Deep consideration and inquiry at the heart of success and leadership Leading with lovingkindness, and her playful spirit, you will... Read More
As CEO of The Forum, Paulina leads a national organization that educates, mentors and connects women entrepreneurs to be wildly... Read More
Debby Carreau is a proven leader helping businesses become inspired workplaces. She is highly regarded globally as a human capital... Read More
Alroy has 20+ years of experience in progressively senior leadership roles. Most recently, Alroy grew and led the M&A function at... Read More
Jacoline Loewen is an investment banker, advisor, author, and speaker based in Toronto, Canada. She is the founder and CEO... Read More
Jim Crooks is a Corporate Finance Partner and Managing Director at PwC Canada working in the Vancouver office. Jim has... Read More
Phil is the owner-operator of Joto Paper which he recently acquired. He is an entrepreneur at heart having worked for... Read More
Overseeing the daily operations of my family’s commercial real estate holdings, my expertise is in all aspects of real estate... Read More
Janet Davie brings a unique mixture of academic and practical knowledge to her role as a senior financial executive and... Read More
Derrick Emsley, named Forbes Top 30 Under 30 and Canada’s Top 40 Under 40, has been actively involved in environmental... Read More
Grant Foster is a corporate/commercial Partner and member of the Private M&A group in Vancouver. He advises clients in a... Read More
Discount Retail Entrepreneur: Developing Big Box Outlet Store into 16 stores with 13 locations in BC, 2 in Washington, and... Read More
Christian Gauthier is a Partner of Bennett Jones LLP based in Vancouver and Toronto who advises local and international clients... Read More
Cindy Huang joined Leith Wheeler in February 2012. She is responsible for managing discretionary investment portfolios for Private Clients and... Read More
Calle Johnson is a Partner and Managing Director with PricewaterhouseCoopers Corporate Finance Inc. offering investment banking advice to private companies.... Read More
Prentice’s practice involves advising entrepreneurs at any stage, from start-up and early growth to large-scale established businesses, in a wide variety... Read More
Steve is passionate about creating long-term relationships with our clients and helping them to overcome barriers to growth. An entrepreneur... Read More
Tom acquired Smith Cameron Process Solutions in 2011 along with equity partner Krystal Growth Partners. Tom subsequently completed 6 strategic... Read More
Vladimir Kovacevic is co-founder and Chief Executive Officer of Inovatec Systems, a global provider of loan origination and loan management... Read More
Welcome to the 7th annual Business Transitions Forum in Vancouver. We are excited to be back to in person events and thrilled to have an excellent conference program with over 40 entrepreneurs and experts sharing their insights and stories about companies that have achieved strategic growth and faced acquisition. You will learn from experts and connect with peer groups who will offer valuable insights to help you with transition strategy – whether you’re just beginning to think about it or well-advanced down the path.
Tara Landes has spent over two decades working directly with the leaders and managers of dozens of North American companies... Read More
Brian Lau joined Krystal Growth Partners in 2019. As Vice President, Brian’s responsibilities span the entire investment cycle to include... Read More
Samuel Li is a part of the firm’s Securities and Technologies Practice Group. Samuel advises public and private clients on... Read More
Mike is an entrepreneur at heart. He has built, acquired and sold his own private businesses and guided 100+ entrepreneurs... Read More
Cameron has been a partner with the law firm Lindsey MacCarthy LLP since 2016 and the firm’s co-managing partner since... Read More
EXECUTIVE SUMMARY Located in Edmonton, Adam is a Managing Director with BDO Canada Transaction Advisory Services focusing on Mergers &... Read More
Mackenzie Regent is the Co-Founder & Managing Partner of Kalos LLP, an internationally recognized financial due diligence and valuation CPA... Read More
Kleo Landucci is the CEO & President of CrescentView Investments Ltd. (CVI), a familyinvestment company. In 2004, Ms. Landucci joined... Read More
Serial entrepreneur Diana Noble stumbled into the world of entrepreneurship by accident at the tender age of 24. Since then,... Read More
Gerry Bellerive joined Regimen Partners in December 2014. Prior to joining, Gerry was a partner and one of three founding... Read More
Charles Chang is a born entrepreneur with a passion for innovation, active living and mentoring. Prior to starting Lyra Growth... Read More
For the past 15 years I have been the owner of Total Restoration Services, Penticton. A 24/7 restoration company.
As Founder of Vancouver-based Fusion Projects, Nicholas Boyd has built the Fusion team into Vancouver’s premier interior contractors and project... Read More
Kathy has worked with enterprising families for nearly twenty years. As a consultant, educator and board director, she works with... Read More
Cam is an experienced venture capitalist, operator and advisor. He combines knowledge of operations, to go market strategies, M&A, and... Read More
Kathy Butler joined CIBC Capital Markets 25 years ago and has been involved in a number of mergers and acquisitions... Read More
As a founding principal of SDM Realty Advisors with Dale Mumford in 1994, Stephen focuses on all leasing aspects of... Read More
Catherine Dahl is the co-founder and CEO of Beanworks, the industry-leading accounting automation software company that is trailblazing modern accounting... Read More
Natalie Michael is a CEO and Executive Coach and CEO Succession Advisor. She advised Boards, and CEOS on how to... Read More
David provides accounting, assurance, taxation (Canadian and US), general business advisory services and estate planning in the Vancouver marketplace. The... Read More
Shane King, CPA, CA, is the National Leader for MNP’s Succession Services practice and a member of the Assurance team.... Read More
Amir is a member of the firm’s Business Transactions, Business Law and Employment and Human Rights Practice Groups. Prior to... Read More
With a background in mechanical engineering, project management and entrepreneurship, I am very suited to leading a diverse company like... Read More
Rick Gendemann is one of the firm’s lead partners, overseeing and advising on business transition, business advisory, tax planning and... Read More
Chris Hardwick is an Executive Business Coach who takes on the toughest challenges and delivers them successfully. He is appreciated... Read More
A chartered professional accountant with more than a decade of experience supporting families, Robyn handles the unique and complex needs... Read More
As a Managing Director with Grant Thornton, Ryan advises clients on transactions in a variety of intricate and dynamic situations... Read More
Emily is a principal lawyer in Miller Titerle + Company’s business law and transactions group. Prior to joining MT +Co.,... Read More
David has created or acquired small businesses in a range of industries including golf courses, tennis clubs, oil field services,... Read More
Ilan Jacobson is responsible for leading FirePower Capital in all its endeavours, setting its strategic direction and providing top-level guidance... Read More
Erin has over 20 years of professional event management experience, and a passion for conferences and tradeshows. Her creativity, attention... Read More
Keith’s passion is creating financially confident family businesses that are set up to successfully, and harmoniously transition to the next... Read More
Dylan’s passion is helping families and their businesses stay together and prepare themselves against hardships. When he was just a... Read More
Within every family business is a unique, secret weapon that when leveraged properly, ensures success, longevity and an invincible competitive... Read More
Emmy Award winning Executive Producer and CEO with a passion for start ups and growing high preforming business’s. Familiar with... Read More
Julie has focused on commercial design for 20 years and is a co-owner of Vancouver-based SSDG Interiors, one of BC’s... Read More
Scott Bodie advises on tax issues relating to corporate reorganizations, mergers, acquisitions and dispositions, public market debt and equity transactions,... Read More
Negotiating a successful merger or acquisition takes more than expertise and experience. It also requires deep focus, serious goal-setting and... Read More
Nicholas Drake is a Director in BDC Capital’s Growth & Transition Capital group in Vancouver where he focusses on providing... Read More
Founded of a deep commitment to redefine the delivery of Legacy Planning advice, Darrell relaunched Evolution Strategies Ltd. After a... Read More
Silvana is a Partner, Practice Leader of the Business Law Group, and Manager of the Corporate Services Department at Richards... Read More
Brendan is based in BDO’s Vancouver office and advises clients across Western Canada in divestiture, financing and due diligence engagements.... Read More
Ryan Giles joined TriWest in 2006. Prior to joining TriWest, Ryan was an Associate with Onex Corporation, where he was... Read More
Brad Hill is a managing director with PricewaterhouseCoopers Corporate Finance Inc. based in Vancouver. His primary focus is assisting privately... Read More
Dave Bustos is a partner with Fort Capital Partners, an investment bank that provides public companies and private companies, as... Read More
Known for his innovative and “out of the box” thinking and client focused solutions, Steven works closely with many entrepreneurs... Read More
Known as a leading mid-market M&A legal advisor in British Columbia, Peter Mogan, founder and senior partner of Mogan Daniels... Read More
Jeff is a partner in our advisory services practice based in Toronto specializing in corporate finance and mergers & acquisitions... Read More
Derek is a 25 year veteran of the Pacific Northwest financial community, having spent the last 20 years with Roynat... Read More
Julie McGill is Chartered Accountant and Chartered Business Valuator with a stellar track record of financial management, business leadership and... Read More
I am the Chief Executive Officer of Omicron Canada Inc., a 200-person integrated development, design and construction firm with offices... Read More
Manu is a senior leader having worked in the information technology and services industry, financial services and telcom for the... Read More
Dave Mason has been in the investment industry for over 30 years. His career began in 1988 as an investment... Read More
Jonathan Piurko is the Co-Founder and CEO of Monarch Bridge Financial Corp. Mr. Piurko is responsible for all executive functions... Read More
Jonathan Braude is the Vice President for Product at Danica Imports, a Vancouver-based company that designs and distributes kitchen textiles,... Read More
For over 20 years, Deena has worked as a consultant, coach and counsellor with people and organizations seeking meaningful change.... Read More
With 24 years of financial planning expertise, Cindy David, CFP, CLU, FEA, TEP, is the President of Cindy David Financial... Read More
Tracey McVicar is Partner at CAI Capital Partners, a mid-market private equity firm. She is a former investment banker (RBC... Read More
Shannon Walker is the founder and president of WhistleBlower Security Inc. (WBS) which was launched in 2005. She frequently speaks... Read More
Ronnie De Zen is a partner in the Tax Services practice of PricewaterhouseCoopers LLP working in the Vancouver office. He... Read More
Graham is a Principal at Fulcrum Capital, a mid-market Canadian private equity firm currently investing out of its fifth private... Read More
Terry Holland has been involved in the Canadian private equity market for over 25 years. A commerce graduate of the... Read More
Bruce started working in the computer business in the 70’s representing Gandalf Technologies. After selling a computer consulting business in... Read More
Paul Hemsley is the founder and President of Hemmera. Since 1994, Paul has worked with his partners and employees to... Read More
Blair Horn is a partner in Fasken Martineau’s Securities & Mergers and Acquisitions Group. Blair advises public and private technology,... Read More
James Knight, director, transaction advisory, specializes in providing financial due diligence services to a diverse client base including private equity... Read More
A veteran of the financial services industry since 1974, John provides strategic leadership to Nicola Wealth, exercising his passion for... Read More
For 25 years Bruce has supported both small companies and large corporations with human element challenges: building management teams |... Read More
After earning his CA designation in 1987, and since leaving public practice accounting in 1992, Bob has served in executive... Read More
Tea pioneered the robo-advisor model in Canada in 2014, making WealthBar the first of its kind in the country. Today,... Read More
After graduating from the Richard Ivey School of Business at Western University with an MBA, Jim became an investment banker... Read More
Trevor holds an undergraduate degree in History from Trinity College at the University of Toronto, a Master’s Degree in History... Read More
Danvir is a Tax Partner at BDO Canada with over 12 years of experience in public practice. He works closely... Read More
Paul is involved in a wide range of investing activities at Fulcrum Capital. He has an extensive background in merchant... Read More
Tina Osen is President of HUB International Canada, the largest insurance broker in Canada. As President of HUB’s Canadian operations,... Read More
Jesse Ahuja is a Partner at MEP Business Counsel. Jesse’s practice focuses on mergers, acquisitions and dispositions, private equity and... Read More
Melisa Attisha qualified as a member of the Canadian Institute of Chartered Accountants in 1994. During her eight years of... Read More
Neil Atchison, P.Eng., founded Analytica Advisors Inc. in 2009 and is its Managing Director. He has over 25 years of... Read More
Michael Beninger has practised taxation law and provided strategic personal and corporate planning advice in Alberta and British Columbia for... Read More
Holly provides tax and estate planning expertise to high net worth families and business owners, as part of an integrated... Read More
In 1995, Leon Salvail and two associates formed the partnership that became Gevity Consulting Inc. (formerly known as Global Village... Read More
Prior to joining Seaside in 2004, Duncan spent 18 years in the private investment and distribution industries. As President of... Read More
Anthony Yates holds a BEng (Hons) in Civil Engineering from Coventry University, UK. Mr. Yates brings an extensive background in... Read More
As Vice President, Business Advisory & Succession Planning, Todd Coleman advises high net worth private business owners in transition with... Read More
Kellie has over 14 years experience advising clients in BC and Alberta on mergers, acquisitions, divestitures, financings and buyouts in... Read More
Michael de Pfyffer is a Director of Totem Cove Holdings Inc., the former owner of Thunderbird Marine Corp., which owned... Read More
David S. Frost* is a partner in our Business Law Group in Vancouver and Co-Chair of our National Life Sciences... Read More
16 years experience buying & building companies BSc. from Western University, & MBA from University of Toronto’s Rotman School of... Read More
With over 25 years of experience, Deborah works with clients to develop strategies to minimize the tax burden on business... Read More
Gary D. Powroznik, FCPA, FCA, CIRP is the Founder and Managing Director of G-Force Group http://www.g-forcegroup.ca/, a Vancouver-based professional service... Read More
Erin Parkes grew up in the family business as the eldest grandchild of generation 3. She followed in her grandmother... Read More
Merv has worked in the family business founded by his parents Neil and Rita since he was a little boy.... Read More
Reg has worked in the trucking business founded by his father, Neil, for well over four decades; previously he served... Read More
Travis Klassen has been working within the framework of family enterprise for as long as he can remember. Travis entered... Read More
Steve Kleinschmidt is the Co-Founder and a Director at Good Insights Strategy Inc. The Company provides advisory services across a... Read More
Shafeen serves as Chief Operating Officer for Western Investment Company of Canada. He has over ten years of experience advising... Read More
Tricia leads Scotia Wealth Management’s Business and Family Advisory Services in British Columbia. She advises accomplished business owners and affluent... Read More
Doug Ryder joined Grant Thornton LLP as a Partner in the Vancouver Transactions Practice in 2016. Prior to joining Grant... Read More
Since 2010, Alan has been providing strategic advisory services to purpose-led organizations across a diverse set of industry sectors. He... Read More
Eric Termuende is the co-founder of NoW Innovations, a bestselling author, and an international speaker. His work has been featured... Read More
Trained as a classical French chef, Yves Potvin has dedicated his culinary career to creating healthy, tasty, convenient foods found in major... Read More
Bruce recently joined BDC Capital’s Growth and Transition Capital team to offer flexible and patient junior debt to fuel growth... Read More
Matt Price is a Managing Director, Growth & Transition Capital in our Vancouver office. Before joining BDC, Matt has spent... Read More
Ashley Cooper is the President & CEO of Paladin Security Group Ltd, one of Canada’s largest full service security companies... Read More
Mike Cordoba is a highly active and driven entrepreneur and a founding partner of Empresario Capital Partners. His experience includes... Read More
Justin is CEO of Royalty North Partners based in Vancouver. Royalty North is a public company (RNP.V) that provides non-dilutive... Read More
David has been working in the technology space for more than thirty years in a variety of roles including scientist,... Read More
As a Managing Director at Tricor Pacific Founders Capital Inc., Richard acts as Executive Chairman of each portfolio company, focuses... Read More
Barry Hubich is Vice-President, BDC Capital for the Western Canadian region. Barry has more than thirty years of experience working... Read More
Until recently Brian Hurl was the President and CEO of Foleys Candies Ltd., a privately held manufacturer of chocolate and... Read More
Aileen obtained a Bachelor of Arts degree from the University of British Columbia in 2000 and graduated from Dalhousie Law... Read More
Steve began his entrepreneurial career early, founding his first major business at the age of 19 in Vancouver BC while... Read More
Jim McGuigan is a Chartered Accountant and a Chartered Business Valuator. He is an Incorporated Partner and a Managing Director... Read More
Ivor is the Partner in charge of the Financial Advisory Group in British Columbia and also leads the M&A Transaction... Read More
Tony Scott learned restoration work on the job working for his stepfather beginning in 1979. He attended BCIT in 1984... Read More
In 2006, I entered the underwriting side of the insurance industry, through the purchase of Sports-Can Insurance Consultants. Previously I... Read More
Davis has been involved in the produce industry for almost 30 years. Davis learned various parts of the business in... Read More
Prior to launching TTG Canada, TTG Partnerships (TwentyTen Group) and TORQUE Strategies, Andrea was Vice President of Sponsorship, Sales and Marketing... Read More
Bruno has held various roles at BDO, most recently as Manager, Financial Advisory Services. Bruno has spent the past several... Read More
Kam is a senior manager in BDO’s Canadian tax department with over 10 years of public practice experience. He specializes... Read More
While still in grad school, Basil co-founded Nexus Engineering. Nexus grew to seven companies with over 300 employees with operations... Read More
Genevieve Pinto is a partner in our Business Law Group in Vancouver. Her areas of practice include corporate finance, mergers... Read More
John Warrillow has been helping companies understand and market to the SME segment for more than two decades. He has... Read More
Bruno Bertocci is a Managing Director and Senior Portfolio Manager with UBS Global Asset Management, based in Chicago. He has... Read More
Brian is a co-founder of Yellow Point. He is primarily involved in sourcing and assessing prospective partnerships, as well as... Read More
Joe, like many senior and executive Retailers in Canada today, started out his retail career as a Management Trainee at... Read More
Eric Carlson is the core founder and CEO of Anthem Properties – a Vancouver based real estate investment, development and... Read More
Mr. Spence has been involved exclusively in business valuations, mergers and acquisitions, financial litigation support and related matters since 1985. Mr. Spence has... Read More
John Robinson is President & CEO of Strategic Succession, an independent advisory firm that has been helping business owners build... Read More
Brent is a seasoned entrepreneur, having started, operated and sold two sizeable companies before co-founding Sequoia Mergers & Acquisitions in... Read More
John has extensive experience as a senior executive particularly seasoned in design, development, management and implementation of automated credit-underwriting systems... Read More
Wendy is a senior consultant at the Family Business Consulting Group, working closely with business leaders, family firms, and boards.... Read More
Andrew is the Co-Founder and CEO of the FlyOver® group of visitor attractions. Andrew holds a law degree from UBC.... Read More
Brett Hodson is the former President, Chief Executive Officer and Board Director of the Corix Group of Companies and was... Read More
John (Cliff) Harper is a corporate leader and goal oriented strategic planner who has been involved with the development of... Read More
Brent is responsible for overall corporate strategy and business direction at Encore Business Solutions. His visionary thinking and leadership style... Read More
As a Managing Director at Tricor Pacific Founders Capital Inc., Rod contributes to portfolio company strategy, is a sounding board for human... Read More
Dan has over eighteen years’ experience in private equity, investment banking and accounting. Prior to forming Headwater Equity Partners Inc.,... Read More
Niels Veldhuis is President of the Fraser Institute, Canada’s top ranked think-tank and among the top 20 globally, according to... Read More
Olivier is a Vancouver based serial tech-entrepreneur. He created over 9 companies and startups. He was the founder and CEO... Read More
Iain Mant is a partner in Fasken Martineau’s Securities & Mergers and Acquisitions Group. Iain advises clients on public equity... Read More
McDonald is the founder and President of Rampworth Capital Services Inc., a boutique strategy firm with a decade of success,... Read More
Greg McDougall is CEO and founder of Harbour Air Seaplanes, the world’s largest seaplane airline. Starting with two planes in... Read More
Trevor is a partner in BDO’s west region, with over 22 years of professional experience providing taxation and business advisory... Read More
Harry Watson is the Founder and President of Canadian Construction Materials Engineering and Testing Inc. (CCMET) In 1987, Harry saw... Read More
In the last 28 years in the corporate finance area, Pirooz has assisted numerous owners in the sale of their... Read More
As a co-founder of Sequeira Partners in British Columbia, Ken is a respected authority on middle market corporate finance transactions.... Read More
Kari Yuers, FACI, is the President and CEO of Kryton International Inc., a concrete waterproofing manufacturer based out of Vancouver,... Read More
Perry has over 16 years of public practice experience exclusively in Canadian taxation matters including personal, corporate, and estate taxation.... Read More
John is a the Chairman of the Board of Canada GardenWorks Ltd. GardenWorks is a privately-owned and operated retail garden... Read More
Don Sihota is a Partner with the law firm of Clark Wilson LLP. He provides legal advice on mergers and... Read More
Mike Stephens practices corporate finance and securities law, with an emphasis on securities offerings including stock exchange listings, mergers &... Read More
His expertise encompasses both domestic and international family circumstances, and covers planning applicable to many countries around the world. His... Read More
Marco has a Bachelor of Business Administration from Simon Fraser University and is a Chartered Accountant and Chartered Business Valuator.... Read More
Founder and President of Wardell Professional Development, Mark Wardell has developed a reputation as a leader in business advisory by... Read More
Rob is a Managing Director of Tricor Pacific Capital which he joined in 2006. Tricor is a leading private equity... Read More
Kevin is a Partner and MNP’s Leader for Taxation Services in the Vancouver region. Kevin has more than 19 years... Read More
